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The Rev. Canon Charles LaFond Canon Steward Saint John’s Cathedral, Denver, Colorado. Building The Case-for-Support Deserving the money we seek to raise TENS 2013 Stewardship Pre-Conference. Anastasis. Dynamos Theology and Spirituality of the case-for-support.

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the rev canon charles lafond canon steward saint john s cathedral denver colorado
The Rev. Canon Charles LaFond

Canon Steward

Saint John’s Cathedral, Denver, Colorado

Building The Case-for-SupportDeserving the money we seek to raiseTENS 2013 Stewardship Pre-Conference

anastasis
Anastasis

Dynamos

Theology and Spirituality

of the case-for-support

Case Development - The Rev. Canon Charles LaFond

donors
Donors
  • As old as Jesus’ followers
  • Mt 27:55 Many women were also there, looking on from a distance; they had followed Jesus from Galilee and had provided for him

Case Development - The Rev. Canon Charles LaFond

case for support
Case-for-support
  • “Why should I give to your request for funds?”
  • Generational shifts demand case focus.
  • Do we deserve the money we seek to raise?
  • Forms of Case:
    • Brochure, video, DVD, Facebook stream, experience of the donor, speakers, event content, conversation, feasibility study, drafts,

Case Development - The Rev. Canon Charles LaFond

chapter 10 the case for support
Chapter 10 : The Case for Support

Case Development - The Rev. Canon Charles LaFond

developing the case
Developing the Case
  • The need for Institutional humility and listening
  • Let the case bubble up from the donors
      • Host a conversation
      • EVERY DONOR MUST TOUCH THE CASE DRAFT
      • The “wow” cards
      • Convert budget to changed lives

Case Development - The Rev. Canon Charles LaFond

case focus groups
Case focus groups
  • Diversity in ages, etc.
  • Listen
  • Red pens
  • Do not use major donors in groups – meet them one on one but use similar questions and let them mark it up with “red pens”

Case Development - The Rev. Canon Charles LaFond

forms of case development work
Forms of case development work
  • Hosted events (Art of Hosting)
  • Web conferencing or conference calls
  • Personal visits (the canvas)
  • Parish Town-hall meetings
  • Speed dating tables (Episcopal Café, Proactive Café, etc.)
  • Tours, visits to see samples of the vision in other agencies
  • Every Sunday (message)

Case Development - The Rev. Canon Charles LaFond

key mission questions to ask the parish
Key “Mission”Questions to ask the Parish
  • Is our mission / project relevant?
  • Is our mission / project important?
  • What would happen if this project did not happen? Who would miss it?
  • Are we empire-building or growing for mission?
  • Can this project be sustained by others in reduced funding circumstances?
  • Who in our area has a similar case or project?
  • Is our mission / project well articulated?
  • Can outcomes measure to determine if we are advancing our mission?
  • How do our top 2% of donors (who will fund 98% of the campaign) relate to this case
    • Involvement, draft-markings, passion, articulation ability, capacity/interest, readiness

Case Development - The Rev. Canon Charles LaFond

key management question we can ask our parish organization
Key management Question we can ask our parish / organization
  • How can we better involved the people from whom we are planning to ask a gift? (name by name)
  • Donor by donor review at staff meetings (records management)
  • “What is the best case, vehicle, strategy, contact, involvement plan for this person?”
  • Moves management on top donors – daily/weekly leadership review

Case Development - The Rev. Canon Charles LaFond

leadership questions we can ask our parish
Leadership Questions we can ask our parish
  • Who best articulates our mission and vision for the future?
  • Who would be a natural partner with a possible benefactor?
  • What is our cultivation / feasibility plan?

NOTE:

  • benefactor (person who desires to do good)
    • 1451, from L.L. benefactor, from L. phrase bene facere, from bene "well" + facere "to do" (see factitious). Translated in O.E. as wel-doend.

Case Development - The Rev. Canon Charles LaFond

possible advance questions to donors
Possible Advance Questions to donors
  • What values do you hold most dear?
  • How would you like to make a difference in the world?
  • What is the most satisfying gift you have ever given and why?
  • How do you prefer to be asked for a gift?
  • What do you think we should be doing in the world/village/area to make it a better place (Example: Grace, East Concord)
  • How do you prefer to be acknowledged?
  • How would you like to be involved in asking others once you have been able to make a gift?

Case Development - The Rev. Canon Charles LaFond

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Questions

Case Development - The Rev. Canon Charles LaFond

organic year round case development
Organic year—round Case Development
  • Communicate daily, weekly in different ways
  • “Why should I invest my philanthropy in this effort?”
  • The Stewardship Letter as “case-for-support” (pros and cons)
  • Be willing to change the case-for-support if you need to – adjust for donors
  • Articulate an annual budget with people telling stories (Ministry Minutes and Emmaus Minutes)

Case Development - The Rev. Canon Charles LaFond

composition of the case resource page 116 of fearless
Composition of the Case (Resource: page 116 of “Fearless”)
  • Involve others
  • Write well
  • No jargon
  • Optimism
  • Needs of people not budgets
  • No nostalgia or fantasy
  • Tell stories
  • Describe a problem and how you solve it
  • The one-sentence test
  • Long, slow, multi-eye testing before release (planning)

Case Development - The Rev. Canon Charles LaFond

generational case sensitivity
Generational Case Sensitivity

Case Development - The Rev. Canon Charles LaFond

eight steps forward
Eight Steps Forward
  • Identification
  • Interest and Capacity Consideration (the genesis of the case-for-support)
  • Development of Strategy (the development of the case-for-support -drafts)
  • Cultivation (the use of a case-for-support happens here -finals)
  • Request and Discussion
  • Acknowledgment
  • Parish Stewardship of Gift
  • Renewal

Case Development - The Rev. Canon Charles LaFond

reasons people give
Reasons people Give
  • I believe in the cause / case
  • I am involved in the cause and its planning
  • I have been asked my opinion on important issues
  • I am passionate about our mission (case)
  • I have an elevator speech (mini-case)
  • I am convinced of the good cause

Case Development - The Rev. Canon Charles LaFond

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Questions

Case Development - The Rev. Canon Charles LaFond